Anic Equity¶
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Total return since start: 0.57 %¶
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Equity now: -----------------------------> 47967.67 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46572.77 Kr¶
PnL: ---------------------------------------> -315.8 Kr¶
DD now: ---------------------------------> -1.362 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 16:53:00.286593'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.950000 | 2814.000000 | 178.000000 | 6.750000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.170000 | 3140.800000 | 169.800000 | 5.720000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.380000 | 428.000000 | 73.000000 | 20.560000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | 1.010000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -2.400000 | 646.640000 | 69.640000 | 12.070000 | 576.999999 |
| Boozt | 12 | 0.770000 | 1719.600000 | 65.600000 | 3.970000 | 1653.999996 |
| HMS Networks | 2 | -0.390000 | 716.800000 | 43.800000 | 6.510000 | 673.000000 |
| OEM International B | 7 | 2.140000 | 567.700000 | 39.700000 | 7.520000 | 527.999997 |
| Intrum | 4 | 1.870000 | 556.400000 | 29.400000 | 5.580000 | 527.000000 |
| Eastnine | 4 | 2.220000 | 516.800000 | 25.800000 | 5.250000 | 491.000000 |
| Norva24 Group | 16 | 4.900000 | 568.640000 | 25.640000 | 4.720000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.460000 | 554.800000 | 22.800000 | 4.290000 | 532.000000 |
| SAAB B | 8 | 0.120000 | 3398.400000 | 21.400000 | 0.630000 | 3377.000000 |
| MedCap | 2 | -0.230000 | 439.000000 | 18.000000 | 4.280000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.280000 | 258.960000 | 12.960000 | 5.270000 | 246.000000 |
| AcadeMedia | 12 | 1.070000 | 566.640000 | 9.640000 | 1.730000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Resurs Holding | 22 | 0.270000 | 580.140000 | 6.140000 | 1.070000 | 573.999998 |
| Securitas B | 6 | 1.010000 | 575.160000 | 5.160000 | 0.910000 | 570.000000 |
| Karnov Group | 9 | -1.480000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Swedbank A | 3 | 1.400000 | 566.850000 | 2.850000 | 0.510000 | 564.000000 |
| Creaspac SPAC | 6 | 0.210000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| CTEK | 13 | 2.060000 | 533.650000 | -0.350000 | -0.070000 | 533.999999 |
| Essity B | 2 | -1.620000 | 570.600000 | -3.400000 | -0.590000 | 574.000000 |
| Handelsbanken A | 5 | -0.320000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Midsona B | 63 | -1.300000 | 575.820000 | -7.180000 | -1.230000 | 582.999984 |
| Essity A | 4 | -2.230000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.340000 | 3437.660000 | -16.340000 | -0.470000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.130000 | 560.000000 | -34.570000 | -5.810000 | 594.565215 |
| Vivesto | 1368 | 1.860000 | 569.360000 | -43.640000 | -7.120000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.110000 | 3738.000000 | -112.000000 | -2.910000 | 3850.000000 |
| Axfood | 13 | 1.160000 | 3629.600000 | -126.400000 | -3.370000 | 3756.000001 |
| OX2 | 18 | 0.650000 | 1523.700000 | -140.300000 | -8.430000 | 1663.999992 |
| Ovzon | 52 | 2.650000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46572.770000 | -315.800000 | -1.36176% | 46888.564618 |
Updated:¶
'2023-01-18 16:53:12.691384'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
